All Square Wealth Management LLC Invesco ETF Tr Ii Kbw Regional Transaction History
All Square Wealth Management LLC
- $166 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding KBWR
# of Institutions
36Shares Held
254KCall Options Held
0Put Options Held
0-
Byrne Financial Freedom, LLC Franklin, MA61.7KShares$3.26 Million1.97% of portfolio
-
Bank Of America Corp Charlotte, NC37.6KShares$1.98 Million0.0% of portfolio
-
Brown Advisory Inc26.3KShares$1.39 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.6KShares$1.03 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ17.5KShares$926,0230.0% of portfolio